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Modify a Pending Letter Request

Use the Pending Letters section of the Account Letters window to modify a pending letter request.

To modify a pending letter request

  1. With an account displayed in the Work Form, from the menu bar, click Letters. The Account Letters window appears.

Account Letters window - Pending letters

  1. In the Pending Letters section, click the letter request to modify and then click Edit Request. The Edit Letter Request dialog box appears.

Edit Letter Request dialog box

Sender: Person sending the letter. This box appears for all letter types.

Subject Debtor: Name of debtor the letter is regarding. This box appears for accounts having more than one debtor.

Send Date: Date to send the letter. This box appears for all letter types.

Payments: Number of payments to show in the letter. This number determines how many Amount and Due boxes appear. This box appears for a multipart SIF letter.

Amount #1: First amount due. This box appears for payoff, settlement, payment reminder, and NITD letters.

Due: Date first amount is due. This box appears for payoff, settlement, payment reminder, and NITD letters.

  1. Modify the information as necessary and then click Save.

Related Topics

Account Letters

Letter Icons